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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,721 |
Filed as: IRON FINANCIAL Service code 26 · EIN 99-9552241 530 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $1,191 |
Filed as: LONG ISLAND EMPLOYEE BENEFITS GRP Service code 13 · EIN 11-2931438 50 STEWART AVE, STE 2 · HUNTINGTON, NY 11743 | Contract Administrator | $1,035 |
PPA/TPA1 year Service code 26 HERCULES ARGYRIOU · ASTORIA, NY 11103 | Advisory (Participants) | $335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,363 | $80,763+13.1% | $102,412-10.8% | $74,459+22.7% |
| Participation rate | 52.3% | 65.7%-13.4pp | 74.5%-22.2pp | 67.2%-14.9pp |
| Annual return | 15.08% | 27.57%-12.5pp | 24.94%-9.9pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $2,175 | $3,160-31.2% | $3,870-43.8% | $2,626-17.2% |
| Participant deferral / active EE | $4,102 | $3,862+6.2% | $5,060-18.9% | $4,350-5.7% |
| Admin fee / account holder | $66 | $2,371-97.2% | $8,388-99.2% | $1,945-96.6% |